GB2-0042

① SA Source

Context Before

The real winner is the cabling vendors and active copper chip vendors in the supply chain who have a massive increase in volumes for leading edge 1.6T due to the prevalence of NVL36x2.

GB200 NVL576

Evidence

It will use 288 L1 NVSwitch5 ASICs (144 1U switch trays) located in the compute racks like NVL36x2, and it will use 144 L2 NVSwitch ASICs (72 2U switch trays) located on dedicated NV Switch trays.

Context After

image

Source: SemiAnalysis

② Atomic Claim

SemiAnalysis 預估 NVL576 使用 288 顆 L1 NVSwitch5 ASIC(144 個 1U trays)與 144 顆 L2 NVSwitch ASIC(72 個 2U trays)。

  • Epistemic Mode: EXPECTED
  • Mapping Status: PARTIAL

③ Semantic Frame

{
  "attribute": "nvswitch_hierarchy",
  "context_nodes": [
    {
      "id": "04_knowledge_base/NVSwitch",
      "label": "NVSwitch"
    },
    {
      "id": "04_knowledge_base/ASIC",
      "label": "ASIC"
    }
  ],
  "entity": {
    "id": "04_knowledge_base/NVL576",
    "label": "NVL576"
  },
  "frame_type": "ATTRIBUTE",
  "qualifiers": {
    "condition_text": null,
    "numeric_mentions": [
      "288",
      "144",
      "1U",
      "144",
      "72",
      "2U"
    ],
    "temporal_mentions": []
  },
  "value": {
    "numeric_mentions": [
      "288",
      "144",
      "1U",
      "144",
      "72",
      "2U"
    ],
    "value_text": "288 L1 ASICs / 144 1U trays; 144 L2 ASICs / 72 2U trays"
  }
}

④ Canonical Entity Mapping

RoleSurface LabelCanonical Target
entityNVL576NVL576
context_0NVSwitchNVSwitch
context_1ASICASIC

⑤ Human Review

請在 Properties 逐項確認:

  • 原文 → Atomic Claim 是否忠實
  • Atomic Claim → Semantic Frame 是否忠實
  • Canonical Entity mapping 是否正確
  • Epistemic mode 是否保留原文語氣
  • 最後選擇 review_action

Review state

Markdown 內文不是正式 approval。只有 Apply bridge 寫入的 Decision Ledger event 才是正式決策。